WELLNESS INVESTMENT ADVISERS LLC

WELLNESS INVESTMENT ADVISERS LLC is an SEC-registered investment adviser (CRD 282042). Regulatory assets under management: $234K.

Registration

• CRD: 282042
• Type: Registered investment adviser
• Phone: 937-552-9990
• Latest filing: 2026-02-24
• Regulatory AUM: $234K
• Discretionary AUM: $234K
• Clients: 4
• Accounts: 2

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 282042 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search